Windows in Financial Services

Credit Suisse First Boston and Relegence have jointly created a new data product, called Relegence Connect, available exclusively to CSFB’s high-end buy-side clients. CSFB’s global head of equity research first conceived the idea for the product, which allows users to link breaking news to proprietary CSFB knowledge about market relationships in real-time.
Specifically, the idea came [...]

Thomson Financial has signed a multi-year alliance with Microsoft to further optimize its PORTIA portfolio management system for the Microsoft platform. This alliance will deliver middle- to back-office solutions for the worldwide financial community built using the latest Microsoft technology, including the Microsoft .NET Framework and Windows Server System.
That’s good news for ING Investment Management, [...]

HP has offered 64-bit computing since the late 90s. Over the past 15 years it has expanded 64-bit computing throughout its enterprise computer line. We connected with Chip E. Greenlee, III, HP’s director of marketing and solutions for the financial services industries, to get the company’s view on why 64-bit has become mainstream for the [...]

Just as we get our hands around one threat to the security of corporate infrastructure, e.g. phishing, it mutates into something new, e.g. spear phishing. Each new mode of attack brings its own challenges, but after 20 years of on-line computer securities problems, have we learned anything at all? Is the situation so complicated and [...]

Wealth management starts with the gathering and management of complex information held in a number of different systems, information about the clients, financial plans, and investment products. It often requires collaborating, internally sharing information within the firm, tracking advice provided to clients, ensuring regulatory compliance and storing information so it is readily available to auditors. [...]

Ten thousand baby boomers are retiring in the US each day – an incredible opportunity for financial firms, according to Mark Halverson, a partner in the capital markets practice at Accenture.
Or an incredible threat. That’s because as they move closer to retirement, boomers, who often have accounts scattered across multiple firms, are reducing the number [...]

Microsoft has reorganized its financial services sales organization and added positions for more industry experts to bring both industry expertise and technical expertise to a larger number of banks, brokerages, and insurance companies.
“This is a new enterprise selling model,” explained Tracy Issel, general manager for financial services in North America. “We have organized so we [...]

When clients of JPMorgan’s Eu-ropean Credit Department get out of a meeting or return to the office after lunch, they can get a quick view of what the market’s been doing by glancing at CreditMap on their desktop.
Built on Panopticon’s heat mapping technology, CreditMap integrates live pricing, historical pricing, credit research, and online trading.
“It’s very [...]

For accountants and other financial professionals who need to produce information such as quarterly and annual reports in XBRL, Rivet Software of Denver has developed Dragon Tag XBRL. A Microsoft Office-based solution, Dragon Tag offers users the ability to drag an XBRL tag to data in a report.
By leveraging Microsoft Office, Rivet’s Dragon Tag provides [...]

Coast Asset Management, a $5 billion group of funds in Santa Monica, CA, runs its entire operations on Microsoft technology and Dell servers.
“We once looked at an application that was attractive, but it ran on Solaris and we didn’t want to acquire a whole additional set of expertise,” said Richard Grossman, VP of Applications Operations [...]